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iShares 1-5 Year Investment Grade Corporate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
701
Parsons Capital Management
Rhode Island
– -$366K -6,818 Closed
NQWM
702
Northwest Quadrant Wealth Management
Oregon
– -$360K -6,700 Closed
Equitable Holdings
703
Equitable Holdings
New York
– -$317K -5,917 Closed
KFGK
704
Keystone Financial Group (Kentucky)
Kentucky
– -$288K -5,369 Closed
SCA
705
Stillwater Capital Advisors
Pennsylvania
– -$275K -5,130 Closed
RTS
706
Round Table Services
New Jersey
– -$245K -4,566 Closed
APW
707
Aurora Private Wealth
New Jersey
– -$227K -4,233 Closed
Capital Wealth Planning
708
Capital Wealth Planning
Florida
– -$225K -4,201 Closed
KFP
709
KMG Fiduciary Partners
Ohio
– -$221K -4,125 Closed
RT
710
Rockland Trust
Massachusetts
– -$214K -3,998 Closed
BCA
711
Bay Colony Advisors
Massachusetts
– -$213K -3,961 Closed
CFC
712
Coyle Financial Counsel
Illinois
– -$212K -3,955 Closed
WA
713
WealthTrust Axiom
Pennsylvania
– -$201K -3,758 Closed
Lido Advisors
714
Lido Advisors
California
– -$201K -3,754 Closed
APCM
715
Alaska Permanent Capital Management
Alaska
– -$201K -3,750 Closed
FCM
716
Firestone Capital Management
Florida
– -$149K -2,778 Closed
Brown Brothers Harriman & Co
717
Brown Brothers Harriman & Co
New York
– -$115K -2,152 Closed
BAMG
718
Brand Asset Management Group
Missouri
– -$101K -1,876 Closed
BRC
719
Bell Rock Capital
Delaware
– -$76K -1,421 Closed
Aptus Capital Advisors
720
Aptus Capital Advisors
Alabama
– -$53K -1,000 Closed
DY
721
Dowling & Yahnke
California
– -$52K -963 Closed
TIM
722
Tortoise Investment Management
New York
– -$51K -950 Closed
Edmond de Rothschild Holding
723
Edmond de Rothschild Holding
Switzerland
– -$39K -720 Closed
PWP
724
Personal Wealth Partners
Minnesota
– -$38K -700 Closed
TWP
725
TFO Wealth Partners
Ohio
– -$30K -578 Closed